Wealth Management

JULY 3, 2025

Number 8860726. based advisor Brandon Dixon-James has moved his book of business from Osaic to LPL Financial. Dixon-James launched Resilient Wealth Management in 2020 and now manages about $250 million in advisory, brokerage and retirement plan assets. Registered in England and Wales.

Wealth Management 158

Wealth Management Recruitment Estate Planning Financial Advisor 158

Wealth Management

JULY 15, 2025

Number 8860726. True North Expands in SF Deals & Moves: Creative Plannings Snag Hawaii RIA; $5.1B Related: M&A Advisory Gladstone Launches $500 RIA Seller Connection Service NFP Buys Wealth and Retirement Firm Levine Group Aon-owned NFP has acquired a former Kestra Holdings-affiliated firm based in Brentwood, Tenn.

Planning 158

Planning Wealth Management Estate Planning Clients 158

Your Richest Life

NOVEMBER 26, 2024

They are the people who do retire, but end up returning to the workforce. According to data from Rand, 39 percent of workers 65 and older went back to work after retiring. These numbers show that retirement is becoming a more fluid concept, with many people opting for a “second act” career, side gig or part time work.

Retirement 52

Retirement Planning Fee Only Financial Planning 52

Midstream Marketing

NOVEMBER 8, 2024

Articles: Discuss topics such as investing, retirement planning, and related subjects. E-books and White Papers: Offer detailed information on specific areas of financial planning. How Can Financial Advisors Measure the Success of Their Lead Generation Efforts? First, we should look at website traffic.

Financial Advisor 52

Financial Advisor Media Clients Financial Services 52

Midstream Marketing

OCTOBER 29, 2024

Specialization: Do you focus on a certain area, like retirement planning, estate management, or investment advice for tech entrepreneurs? You could offer custom financial plans or have frequent meetings that go beyond what clients expect. It’s important to clearly state your main goals, including financial planning.

Advertising 52

Advertising Financial Advisor Financial Services Media 52

Random Roger's Retirement Planning

APRIL 22, 2025

That would require some more number crunching and if somehow that would make it more compelling to convert, then by all means but how much would you "save" squeezing in a conversion this year? There are plenty of scenarios where people will have higher incomes when they retire but that is not the majority.

Taxes 40

Taxes Retirement Accounting Assets 40

Clever Girl Finance

APRIL 22, 2025

Financial planning services 12. They aren’t likely to get rid of the person who knows the numbers. If you’re good with math, then turning to financial planning or accounting or opening up a similar company could be one of the best recession proof businesses to start! Courier and delivery services 5.

Economy 68

Economy Food Healthcare Economics 68

Midstream Marketing

NOVEMBER 5, 2024

You can set clear goals, like boosting the traffic to your website from social media by a certain number, getting a set amount of leads, or increasing your followers within a specific time. By tracking your progress, you can celebrate small wins and use the information to improve your plan. It is helpful for financial advisors.

Media 52

Media Financial Advisor Marketing Marketing 52

Nationwide Financial

AUGUST 14, 2024

For many soon-to-be retirees, the primary concern is not having a source of steady income that will last throughout retirement. As part of a holistic financial plan, annuities can be a consistent source of income that helps clients feel more confident about their financial position in retirement.

Clients 52

Clients Retirement Financial Planning Planning 52

Random Roger's Retirement Planning

MARCH 15, 2025

The example assumes no sort of serious medical or family calamity that altered your financial plan, life happens that way sometimes. I'd be happy with that standard dev number and lagging by 100 bps annually. If you're 81 and can no longer meet your income need from your portfolio, that is what matters.

Portfolio 59

Portfolio Medical Marketing Marketing 59

Midstream Marketing

NOVEMBER 6, 2024

Retirement Planning: Give tips on how to save for retirement. Explain how to manage your retirement funds and pay for healthcare. Focus on important numbers like website visits, social media interactions, lead generation, and email open rates. Check your key numbers often. Track these numbers.

Financial Advisor 52

Financial Advisor Marketing Marketing Media 52

Nerd's Eye View

DECEMBER 30, 2024

And as 2024 draws to a close, we wanted to highlight 24 of the most popular and insightful articles that were featured throughout the year (that you might have missed!).

Financial Advisor 240

Financial Advisor Insurance Tax Planning Taxes 240

Financial Symmetry

APRIL 9, 2025

These rates aren’t just static numbers; they should be assessed within the context of your financial future. They arent just personal milestones but important life events and moments that should prompt you to update your financial plans. Analyze whether your tax rate will rise or fall in the coming years.

Taxes 62

Taxes Tax Planning Retirement Planning 62

Random Roger's Retirement Planning

JANUARY 23, 2025

There will obviously be future bear markets and the extent to which they cause real damage to a financial plan depends on whether any steps are taken to mitigate the full brunt of a decline that. Writing for ETF.com, Allan Roth tried to get readers to remember what it feels like when equities go down a lot, 40% in his made up scenario.

Management 52

Management Portfolio Financial Planning Taxes 52

Carson Wealth

APRIL 24, 2025

An IRA is one of the most powerful retirement savings tools available, and the most common options are a traditional IRA and a Roth IRA. That depends on your overall financial plan and a variety of other factors. Which one of these might work best for you? The important thing is to get started!

Retirement 117

Retirement Distribution Taxes Retirement Planning 117

Midstream Marketing

DECEMBER 10, 2024

These campaigns help build a strong marketing plan for financial advisors. By adding these campaigns to your plan, you can connect with more clients and increase the number of clients you onboard, growing your business over time. Do you specialize in retirement planning for small business owners?

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

WiserAdvisor

JUNE 27, 2025

But here’s the thing: whether you retire at 50 or 67, it isn’t just about leaving work, but being ready for what comes after. Start planning early. It takes strategic foresight, hard numbers, and smart decisions that begin well before your final day at work. Yet far too many professionals delay the planning process.

Retirement 59

Retirement Planning Retirement Planning Taxes 59

Discipline Funds

DECEMBER 29, 2024

Good financial planning is all about asset and liability matching across time. A financial plan with an asset liability mismatch is likely to fail over time. Nothing will nuke your financial plan like high credit card debts and other high rate liabilities. Asset and Liability Matching.

Financial Planning 64

Financial Planning Planning Asset Allocation Retirement Planning 64

Indigo Marketing Agency

MARCH 5, 2025

Lead Generation & Thought Leadership Financial seminar promotion is one of the best lead-generation strategies for financial advisors. LinkedIn outreach: Direct messaging and LinkedIn posts help engage professionals interested in financial planning.

Financial Advisor 52

Financial Advisor Marketing Marketing Clients 52

Financial Symmetry

APRIL 28, 2025

One of those items on the estate planning to-do list is making sure your investment accounts and life insurance policies have their beneficiary designations filled out. However, it’s one of the most important aspects of estate planning.

Estate Planning 62

Estate Planning Accounting Insurance Distribution 62

WiserAdvisor

JUNE 26, 2025

This article is a deep dive into healthcare costs in retirement. If you’re planning smartly for the long haul, this is where your attention should be focused. The overlooked cost of retirement: Healthcare expenses Let’s start with a number most people underestimate, by a lot. That’s why ongoing planning matters.

Healthcare 59

Healthcare Retirement Planning Retirement Planning 59

Nerd's Eye View

FEBRUARY 7, 2025

During his nearly two-decade tenure, Keller oversaw a near-doubling of the number of CFP professionals, the establishment of a new 501(c)(6) professional organization to promote the benefits of financial advice and planning careers, and updates to the CFP Board's investigation and disciplinary processes, among many other changes.

Financial Planner 241

Financial Planner CFP Financial Planning Retirement 241

Nerd's Eye View

NOVEMBER 8, 2024

Also in industry news this week: A study suggests that engaging in a collaborative planning process with clients not only can boost client engagement but also lead to more client referrals as well A survey of compliance professionals indicates that while many have tried using artificial intelligence tools to boost efficiency in their compliance programs, (..)

Financial Planner 189

Financial Planner Compliance Communication Clients 189

Carson Wealth

MAY 8, 2025

It takes consistent saving, smart decision-making, and a retirement strategy tailored to your goals. The earlier you start planning, the more confident you can feel about your future. These 10 practical retirement planning tips can help you build the financial foundation you need for the next chapter of your life.

Retirement 71

Retirement Retirement Planning Taxes Distribution 71

The Chicago Financial Planner

NOVEMBER 27, 2022

One of the best tax deductions for a small business owner is funding a retirement plan. Beyond any tax deduction you are saving for your own retirement. You deserve a comfortable retirement. If you don’t plan for your own retirement who will? You need to start a retirement plan today.

Retirement Planning 263

Retirement Planning Retirement Planning Financial Planner 263

Nerd's Eye View

OCTOBER 11, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that a CFP Board ad campaign promoting a career in financial planning to high school and college students sparked an uproar in the planning community, as some advisors questioned whether the messages being sent in the ads – (..)

Financial Planner 246

Financial Planner CFP Financial Planning Retirement Planning 246

Nerd's Eye View

DECEMBER 23, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with the news that Congress appears poised to pass “SECURE Act 2.0”, ”, a series of measures that will have significant impacts on the world of retirement planning.

Financial Planner 246

Financial Planner Retirement Planning Financial Planning Budgeting 246

Nerd's Eye View

DECEMBER 13, 2024

Also in industry news this week: While the SEC has had the power to restrict mandatory arbitration clauses in RIA client agreements for more than a decade, an advisory committee meeting this week suggests support for such a measure isn't unanimous CFP Board saw a record number of exam-takers during 2024, reflecting recognition of the professional and (..)

Financial Planner 246

Financial Planner CFP Retirement Certification 246

Nerd's Eye View

DECEMBER 16, 2022

Also in industry news this week: While the FPA is going full steam ahead on its federal and state lobbying efforts to regulate the title “financial planner”, CFP Board is more focused on increasing recognition of the CFP marks. How firms can best leverage their internal data to improve the number of client referrals they receive.

Financial Planner 246

Financial Planner CFP Retirement Planning Financial Advisor 246

Nerd's Eye View

JULY 26, 2024

The study also identified attributes of "top performing" firms across a range of metrics, finding that they are more likely than other firms to have a clear ideal client persona, client value proposition, and marketing plan.

Financial Planner 246

Financial Planner Retirement Communication Financial Advisor 246

Nerd's Eye View

JULY 10, 2023

As owners of financial planning firms approach retirement, some may decide to sell to an external buyer, while others may plan for an internal succession. Sometimes, this succession plan can include the owner's child, providing an opportunity to keep the business in the family.

Financial Planning 246

Financial Planning Retirement Planning Clients 246

Nerd's Eye View

DECEMBER 2, 2022

Enjoy the current installment of “Weekend Reading For Financial Planners” - this week’s edition kicks off with a research study suggesting that the market volatility experienced in 2022 could increase demand for financial planning services.

Financial Planner 241

Financial Planner Retirement Planning Retirement Financial Planning 241

Nerd's Eye View

APRIL 26, 2024

Enjoy the current installment of "Weekend Reading For Financial Planners" - this week's edition kicks off with the news that the Department of Labor released the final version of its Retirement Security Rule (a.k.a.

Financial Planner 246

Financial Planner Commission Communication Financial Advisor 246

Nerd's Eye View

APRIL 14, 2023

The company said the bulk of the funds will go toward research and platform development as it attempts the challenging task of getting more mid-sized RIAs to move over to Altruist from their current custodian.

Financial Planner 243

Financial Planner Retirement Planning CFP Financial Planning 243

Nerd's Eye View

MAY 17, 2024

Also in industry news this week: The SEC this week announced a proposed rule that would require RIAs to collect and verify their clients' personal information in an effort to prevent illicit activity, though many firms likely are taking many of these steps already Why larger RIAs and those that have been acquired tend to have worse client and staff (..)

Financial Planner 238

Financial Planner Wealth Management Retirement Financial Planning 238

Nerd's Eye View

JANUARY 4, 2023

Financial advisors have a wide range of strategies at their disposal to create financial plans for their clients. This strategy is valuable because it generally allows for higher initial withdrawal rates than more static approaches that don’t accommodate clients willing to adjust their spending in retirement.

Retirement 246

Retirement Distribution Retirement Planning Asset Allocation 246

Carson Wealth

AUGUST 25, 2022

often fail to consider sequence of return, housing, longevity, health or family risks faced in retirement. Focus on Your Retirement Plan Rather Than a Magic Number. A better question than “What’s my magic number?” would be “How do I plan for retirement?“ Most Americans are covered by Social Security.

Retirement Planning 98

Retirement Planning Retirement Planning Certified Financial Planner 98